Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
PLANTE MORAN FINANCIAL ADVISORS LLC | 02-05-2024 | 12-31-2023 | 842 | 956,649,309 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
FISERV INC COM | Stock | 1501 | $1,993 | 15 | 0.00 | 15 | +Inf | 12-31-2023 | |
DEVON ENERGY CORP NEW COM | Stock | 1502 | $1,993 | 44 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
SUPER MICRO COMPUTER INC COM | Stock | 1503 | $1,990 | 7 | 0.00 | 7 | +Inf | 12-31-2023 | |
MASTERBRAND INC COMMON STOCK | Stock | 1504 | $1,990 | 134 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |